SmartOffice
EspoCRM
Transfer contacts, companies, deals, and more from SmartOffice to EspoCRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to EspoCRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
Free open-source CRM software
EspoCRM is a lightweight, free, open-source CRM application designed to help organizations manage customer relationships and automate business processes. It offers extensive customization through an Entity Manager and provides both free and paid plans.
Free open-source platform with unlimited customization
"Free open-source CRM software"
EspoCRM is a lightweight, free, open-source CRM application designed to help organizations manage customer relationships and automate business processes. It offers extensive customization through an Entity Manager and provides both free and paid plans.
Ideal for: Small to mid-sized organizations seeking a free, open-source CRM with unlimited customization capabilities.
Free open-source platform with unlimited customization
Entity Manager for creating custom entities and fields
Comprehensive workflow and BPM automation tools
Integrated email campaigns, templates, and target lists
Learn more at
espocrm.com
See exactly which data objects transfer from SmartOffice to EspoCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to EspoCRM.
Explore other popular CRM migrations similar to SmartOffice to EspoCRM
Need to go the other way? We support bidirectional migrations.
EspoCRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
